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港股異動 | 香港銀行股普漲 高盛料港銀股今年迎來轉折點
格隆匯3月23日丨香港銀行股普漲,其中匯豐漲2.1%,渣打漲1.8%,中銀香港漲1.2%,恆生銀行漲1%,東亞銀行跟漲。消息面上,聖路易斯聯儲主席布拉德表示,美國貨幣政策需快速收緊,避免對過高的通脹施加上行壓力,重申建議今年利率調升至3釐以上。另外,舊金山聯儲總裁戴利説,目前是聯儲局撤銷量寬的時機,貨幣政策應回覆中性水平。高盛發研報指,美聯儲疫情爆發以來首次宣佈加息,預計利率上升將推高淨息差,成為2023至2024年香港本地銀行主要盈利驅動力,加息將於2024年推動淨息差擴張約45個基點及股本回報率改善約4個百分點。該行指,在香港相對寬鬆的流動性以及目前較弱的宏觀環境,相較今年,銀行到2023至2024年將更能從利率上升中受惠。高盛預計,今年港銀將迎來拐點,由過去幾年的盈利下跌改善至未來兩年盈利恢復強勁增長的前景。該行指,香港本地銀行股價年初至今累升約2%,跑贏恆指同期表現,認為加息週期第二階段已經開始,行業內最看好中銀香港,予“買入”評級及目標價38港元;對恆生給予“中性”評級,目標價162港元。

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